We walk through the week’s biggest AI infrastructure and crypto market signals, then zoom in on why megawatts, utility relationships, and permitting are becoming the true competitive edge. We also unpack TeraWulf’s Muskogee power expansion and what it suggests about the next wave of hyperscale AI data center leasing.

• Bitcoin price check and what quarter close means for reported digital asset gains
• Preferred share mechanics and how they shape Bitcoin buying capacity
• Market heat map read-through and why volatility can mask execution
• Amazon’s data center community spend and the political risk of moratoriums
• Token2049 preview and Bit Digital’s Ethereum-focused treasury strategy
• White House AI Tsar announcement and what a superintelligence task force signals
• Core Scientific’s local site visit and the on-the-ground reality of modern facilities
• Bitdeer production trends and using mining cashflows to fund AI plans
• Hive Buzz HPC scaling and the economics of large GPU deployments
• TeraWulf Muskogee update with 1 GW contracted power and potential path to 2 GW

Let us know in the comments section below if you're currently holding shares of TerraWolf and what you thought about today's update!

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Markets wobble into the weekend while Bitcoin rallies then pulls back, and we dig into why ETF flows matter more than daily noise. We track which miners and AI infrastructure names are actually executing on power, builds, and contracts as Wall Street resets expectations with fresh targets and catalysts.

• Bitcoin price action into option expiration day
• Year-to-date Bitcoin ETF inflows versus the June and July outflow streak
• Miner and AI infrastructure stock heat map and what a green day really fixes
• Applied Digital scaling leased AI capacity at Polaris Forge
• Galaxy Helios and the case for near-zero GPU vacancy rates
• Core Scientific’s shift from mining toward HPC revenue
• IREN construction progress plus liquid cooling groundwork
• DMG’s conference meetings to convert an LOI into a signed deal
• Terawulf’s execution focus and financing discipline from investor Q&A themes
• Insider collar strategies at TeraWulf and HUT 8 to fund taxes without selling
• Price targets and key catalysts for CoreWeave, Bitdeer, and MARA

Let us know in the comment section below how the portfolio is looking today and your current top pick in the space!

Anthonys Info:

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https://www.powermininganalysis.com

X:

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Patreon:

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We track why markets struggle even as AI fundamentals keep getting stronger, from Bitcoin’s move to a surge in Treasury yields that changes the financing math for data center builders. We also connect the dots between power shortages, rising GPU pricing, and blowout Micron results that validate just how fast the AI infrastructure cycle is scaling.

• Bitcoin strength and what it signals for proxies
• 10-year Treasury yield spike and how it hits consumer spending
• Higher yields raising the cost of debt for AI infrastructure companies
• Why contracted backlog and blue-chip counterparties matter most
• FTC probe, AI safety pledges, and the speed of model releases
• The scale of AI capex compared with prior infrastructure revolutions
• Corvex as an emerging compute and security-focused data center story
• Power demand shortfalls and the long-lease path toward REIT-like trading
• GPU price inflation and why CSP and co-location economics improve
• Micron earnings, HBM expansion, and what it implies for NVIDIA demand
• Street price targets for MU, CoreWeave, and NVIDIA

Smash a like button, guys. If you're not already subscribed, McNally Money, feel free to join. Let us know in the comment section below how you're feeling about the portfolio and if you're making any purchases at these levels!

Anthonys Info:

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X:

https://twitter.com/cazenove_uk

Patreon:

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Bryce's Info:

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Business Inquiries:

Email - powermininganalysis@gmail.com